See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,377 | $114,381-42.8% | $107,525-39.2% | $142,382-54.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.54% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,177 | $4,015-45.8% | $3,754-42.0% | $4,299-49.4% |
| Participant deferral / active EE | $6,767 | $5,564+21.6% | $5,116+32.3% | $6,507+4.0% |
| Admin fee / account holder | $1,776 | $9,860-82.0% | $8,919-80.1% | $12,624-85.9% |